User-Generated Video

Spotify’s New Home Page, Categorizing Advertising, Spotify’s Competition for Discovery

Tuesday, March 14, 2023

Spotify announced a new home page, which makes sense both in isolation and in the context of Spotify’s competition with YouTube.

An Interview with Matthew Ball About Disney, Streaming, and the Metaverse

Thursday, February 16, 2023

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An Interview with Matthew Ball Disney and Bob Iger’s return, the future of ESPN, Netflix’s resurgent position, and the trouble facing the rest of the TV industry. Plus, why the Metaverse isn’t here, and what Apple’s headset may look like.

Google Earnings, YouTube’s Aggregation Bid, YouTube Shorts Monetization

Tuesday, February 7, 2023

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The search slowdown in Google’s earnings raises questions without clear answers. Then, YouTube is trying to be an Aggregator, and putting pressure on Meta with its Shorts monetization plan.

An Interview with Eugene Wei About Streaming and Social Media

Thursday, November 3, 2022

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An interview with Eugene Wei about streaming and social media, including Netflix, TikTok, Twitter, and why the first wave of social networks were a fundamental mismatch with human nature.

Aggregation Follow-up, Netflix’s Ad Partners

Tuesday, June 28, 2022

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Follow-up to Spotify, Netflix, and Aggregation, and why brand advertising makes sense for Netflix.

An Interview with Eric Seufert About the Post-ATT Landscape

Thursday, May 19, 2022

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An interview with Eric Seufert about the post-ATT landscape, including Facebook, Shopify, Google, YouTube, Apple, and the future of ad agencies.

An Interview with Coda Founder (and Bundle Expert) Shishir Mehrotra

Thursday, May 12, 2022

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An interview with Coda founder Shishir Mehrotra about documents, go-to-market, and competing with Microsoft, plus bundling, Spotify, and Passport.

[FREE] Netflix Follow-Up, The Senate Tech Bill

Tuesday, January 25, 2022

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More on Netflix’s earnings and valuation, and three observations about the tech competition bill being encouraged in the Senate.

Instagram Exclusive Content, Value Chain Conflicts, Facebook Bulletin

Thursday, July 8, 2021

Exclusive Content on Instagram, like Super Tweets, is a compelling product for both the company and creators. It’s also why Bulletin is more compelling than it seems.

Instagram’s Evolution

Wednesday, July 7, 2021

Instagram’s shift away from being a photo-sharing app is very much inline with the service’s continuous evolution.

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Spotify’s New Home Page, Categorizing Advertising, Spotify’s Competition for Discovery

An Interview with Matthew Ball About Disney, Streaming, and the Metaverse

Google Earnings, YouTube’s Aggregation Bid, YouTube Shorts Monetization

Aggregation Follow-up, Netflix’s Ad Partners

An Interview with Coda Founder (and Bundle Expert) Shishir Mehrotra

[FREE] Netflix Follow-Up, The Senate Tech Bill

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

An Interview with Asymco’s Horace Dediu About Apple at 50

An Interview with Arm CEO Rene Haas About Selling Chips